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  • CRM Set-Up & Implementation

    Automatically enter leads into my CRM

  • Sales Management Automation

    Automatically assign leads to a sales rep

  • Marketing Automation & Retouch Marketing

    Create automation that sends follow up emails and texts to a customer

  • Salesforce Reminders & CRM

    Remind my sales rep to follow up with a customer

  • Improve Customer Experience

    Improve my customer's experience when calling our office

  • Customer Journey Consulting

    Track each step in the customer's journey

  • Lead Tracking & Analytics

    Track sales by lead source

  • Financial Forecasting & Reporting

    Forecast sales based on historical data

  • Digital Transformation

    Digitize my sales and operational processes

  • KPI Dashboards & Analytics

    Get daily dashboard reports with Key Performance Indicators

  • Customer Service Improvements

    Track and report sales and customer service calls

  • Text Message Marketing & Customer Experience

    Improve my customer's experience with text notifications